Roger Wei Email & Phone Number

Irvine, California

• Managing HNW households, responsible for day-to-day personal and business banking as well as achieving their financial goals.• Producing new investment inflows annually by successfully partnering with Private Client Advisors to assess and select beneficial investments, including Mutual Funds, Fixed Income Vehicles, Fund of Funds, and Annuities.• Assisting local business development by partnering with business and commercial banking in providing credit solutions as well as employee retirement planning.

Manhattan, Ny

• Managed portfolio of 390 households and 50 local businesses, expertly growing assets totaling $13.9M. • Partnered with financial advisors to model all existing client portfolios, providing recommendations for allocation and investments to reach their financial goals, increasing customer satisfaction, retention, and referral rates up to 19%.• Responsible for client communications, including research, and drafting monthly and quarterly reports.

Toronto, Canada Area

• Developed and implemented a model that increased conversation and close rates by 8% monthly through uncovering critical performance gaps and developing successful recommendations for senior management. • Achieved more than 233% of sales targets monthly by building credibility, establishing rapport, and maintaining communication with clients.

Markham, Canada

• Developed detailed financial and market performance analyses for the Chairman, CEO, and CFO which were regularly referenced in future strategic decisions.• Exceeded performance expectations across multiple metrics by ensuring project completion occurred on time, below budget, compliant with local and federal standards, and in alignment with business return projections.

Master Of Business Administration (M.B.A.), Finance And Financial Management Services, 3.5

Activities and Societies: Toronto Stock Exchange Market Opening, TMX Group, Toronto, ON, Pitching in for Charity (Crime Stoppers).

Master Of Engineering (Meng), Environmental Engineering Technology/Environmental Technology, 3.5

Activities and Societies: Field Research: Metropolitan Syracuse Wastewater Treatment Plant, Syracuse, NY

Bachelor'S Degree, Hydrology And Water Resources Engineering

Activities and Societies: Founder of Touch Rugby Club, Leader of the Student Union, Debate Team